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Assign new patient leads evenly across coordinator roster

Assign new patient leads evenly across coordinator roster

Your patient intake boxes arrive without owners, causing missed booking opportunities and slow follow-up. This routes and balances assignments so coordinators can begin outreach the same day.

Assign new patient leads evenly across coordinator roster

Overview

When new patient inquiries sit unassigned, bookings stall and coordinators spend time triaging rather than contacting prospects. This flow evenly routes incoming patient boxes to the right coordinator so outreach can start the same day and manual triage stops delaying bookings.

Assign new patient leads evenly across coordinator roster